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Prudent Investor Advisors, LLC

Portfolio Profile

CIK: 0002152875 | FOLSOM, CA

Investment Profile

Style

ETF

Turnover

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Orientation

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$127.6M
AUM
34
Positions
83.61%
Top 10 Conc.
98.02%
Top 25 Conc.

Top Holdings

#SecuritySharesValue% of Portfolio
1Dimensional ETF Trust(DFAU)765,672$40.1M31.41%
2Dimensional ETF Trust(DFSD)340,276$15.8M12.39%
3Dimensional ETF Trust(DFAI)308,947$12.8M10.03%
4Dimensional ETF Trust(DFCF)255,810$10.3M8.04%
5Dimensional ETF Trust(DFAC)183,901$8.2M6.41%
6Dimensional ETF Trust(DFAE)135,970$5.3M4.19%
7Vanguard BD Index FDS(VUSB)77,377$3.8M3.00%
8American Centy ETF TR(AVUV)31,174$3.7M2.88%
9American Centy ETF TR(AVLV)40,038$3.6M2.84%
10Vanguard Index FDS(VTI)8,248$3.1M2.42%

Sector Allocation

Latest filing, equity positions only

Unclassified100% · $127.6M

AUM History

$127.6M | 34 pos.
Q3
26